Aspiriant Risk-Managed Equity Allocation Fund — new fund registration

Aspiriant Trust registered fund series on Form 485APOS, filed 2022-06-01. Featured series: Aspiriant Risk-Managed Equity Allocation Fund.

Registration

• Registrant / trust: Aspiriant Trust
• CIK: 0001534881
• Form: 485APOS
• Filed: 2022-06-01
• State of incorporation: DE
• Accession: 0001398344-22-011355
• Reported net assets: $1.3B

Series & classes (5)

Fees (from the effective prospectus)

• 12b-1 fee: 0.00%
• Gross expense ratio: 1.37%
• Management fee: 0.24%
• Net expense ratio: 1.24%
• Other expenses: 0.18%

Investment objective

The Aspiriant Risk-Managed Equity Allocation Fund (the Fund or Equity Allocation Fund) seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions.

Advisers

• Aspiriant, LLC (Advisor)
• Grantham, Mayo, Van Otterloo & Co. LLC (Subadvisor)
• Wellington Management Company LLP (Subadvisor)

Other filings by this registrant (13)

• 485APOS — 2023-06-02
• 485APOS — 2021-04-30
• 485APOS — 2019-05-02
• 485APOS — 2017-08-15 (1 new series)
• 485APOS — 2017-05-02
• 485APOS — 2016-05-02
• 485APOS — 2015-08-31 (1 new series)
• 485APOS — 2015-05-01
• 485APOS — 2015-03-30 (1 new series)
• N-1A/A — 2012-12-21
• N-1A/A — 2012-11-05
• N-1A/A — 2012-08-03

More

• Registrant profile: Aspiriant Trust
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search